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- ...experience would be advantageous. ~ Regulatory Examination (RE5) qualification would be advantageous. ~ Certified Financial Planner (CFP®) designation would be advantageous. ~ Experience working with various LISPs (Linked Investment Service Providers) would be...
Status Staffing
Somerset West, Western Cape2 days ago - ..., accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded. Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM...
HR Genie
Cape Town, Western Cape4 days ago - ...and Skills Required: Bachelor’s degree in Finance, Economics, or a related field. Relevant professional certifications such as CFP® advantageous. Previous experience within financial planning, wealth management, or investments advantageous. Strong analytical...
Network Recruitment
Johannesburg, Gauteng10 days ago - ...Finance / Investments / Financial Planning / Financial Sciences or Investment Management) or BCom (Economics) or a relevant BSc Degree ~ CFP and/or Postgraduate Diploma in Financial Planning ~2+ years' relevant work experience as a Paraplanner ~ Strong working knowledge...
Network Recruitment
Pretoria, Gauteng20 days ago - ...and Skills Required: Education: Bachelor’s degree in Finance, Investments, or a related field Honours degree advantageous CFP completed or in progress will be advantageous Experience: Minimum of 2 years’ experience within the investment or wealth...
Network Recruitment
Pretoria, Gauteng19 days ago - ...Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5 years of experience in financial planning, wealth management...
HR Genie
Cape Town, Western Cape4 days ago - ...Communication and interpersonal skills Attention to detail Problem solving Analytical skills Organising and planning Ability to operate independently Resilience Recommendation: ~ Progress with CFP and/or Postgraduate Diploma in Financial Planning...
Helderberg Personnel CC
Paarl, Western Cape24 days ago - ...accounting , investment management); A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential; An Advanced diploma in Estate Planning would be advantageous. Experience Required: ~ More than 3 year Estate...
HR Genie
Cape Town, Western Cape9 days ago - ...experience — including paraplanners ready to step into a more client‑facing, strategic role. Your: Formal Education: BCom CFP Accreditation RE Qualification ~ Experience: ~± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role. ~...
HR Genie
Bellville, Western Cape5 days ago - ...SUMMARY: Junior Financial Advisor POSITION INFO: Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent...
The Recruitment Council
Johannesburg, Gauteng1 day ago - ...Participate in branch activities, training, and client events. Desired Experience & Qualification RE5 qualification (Compulsory) CFP® designation (Certified Financial Planner) – Advantageous Proven track record in financial advice or wealth management Strong...
People Dimension
Randburg, Gauteng24 days ago - ...or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well. If a CFA Candidate: A minimum of CFA level II with...
Milton Resourcing
Cape Town, Western Cape1 day ago - ...preferably Post Grad diploma in Financial Planning Regulatory examination RE1 or RE5 is advantageous Certified Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written and verbal communication skills Proficient...
Rory Mackie & Associates
Cape Town, Western Cape12 days ago - ...investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential). Certified Financial Planner (CFP) designation (Preferred). Hold both RE1 and RE5 regulatory examinations (Essential). Experience & Knowledge: 5–8 years of...
The Recruitment Council
Cape Town, Western Cape1 day ago - ...Minimum Requirements Education: Bachelor’s Degree. Relevant financial certifications will be advantageous (e.g., CFA, CFP, CAIA, or equivalent). Experience: Minimum 5–10 years of experience in financial advisory, wealth management, or investment consulting...
Riseup Management
Durban, KwaZulu-Natal4 days ago - ...professional with strong investment, financial planning , and client relationship skills. Requirements Relevant BCom degree CFP or CFA designation (preferred) or actively working towards it FAIS compliant Proven track record managing High-Net-Worth (HNW)...
Omega Human Capital
Sandton, Gauteng17 days ago - ...training initiatives regarding legal and regulatory updates. Requirements Education: LLB Degree. A Certified Financial Planner (CFP) designation is advantageous. Certification: Admitted Attorney. Experience: 3–5 years of post-admission legal experience,...
The Recruitment Council
Centurion, Gauteng1 day ago - ...Degree in Finance, Economics or Accounting Completed RE5 qualification Preferred Qualification – Certified Financial Planner (CFP) Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management and client facing environment...
Be Different Recruitment
Johannesburg, Gauteng9 days ago - ...& Experience Bachelor’s degree in Finance , Investment Management, Economics, or related field. Certified Financial Planner (CFP®) designation or progress toward it is highly advantageous. Minimum 5–8 years’ experience in wealth management, financial planning...
HR Genie
Pretoria, Gautenga month ago - ...Organised and able to manage deadlines Good analytical and problem-solving ability High attention to detail Resilient and eager to learn and grow Development Path (Recommended) ~ Growth toward CFP and/or a Postgraduate Diploma in Financial Planning ....
Helderberg Personnel CC
Paarl, Western Cape24 days ago - ...manage the ongoing client review process. Education: Relevant investment/financial degree, diploma, or qualification. Full CFP Designation is required. ~ Experience: Minimum of 5+ years of knowledge and experience in a financial/investment...
The Recruitment Council
Bryanston, Sandtonmore than 2 months ago - ...Assistant Paraplanner to join their company. Desired Experience & Qualification • Matric Qualification • BCom Degree (Required) • CFP - Diploma in Financial Planning (Advantage) • Can read and speak Afrikaans and English (Required) • Previous working experience in...
People Dimension
Randburg, Gautenga month ago - ...Qualifications and Experience : Bachelor''s degree in finance , economics, or related field. Certified Financial Planner (CFP®) or equivalent. Minimum 10 years in financial advisory, focusing on investments and retirement. Proven track record with high-...
The Recruitment Council
Hermanus, Western Capea month ago - ...qualification (min 120 credits NQF6) is essential . Certifications: RE1 and RE5 are mandatory . A Certified Financial Planner (CFP) designation is highly preferred . Proven Track Record: 5-8 years of experience in financial services, specifically within asset...
The Recruitment Council
Cape Town, Western Capea month ago - ...pipeline reports Qualifications & Experience: Bachelor’s degree in Finance , Economics, Business, or related field (CFA or CFP designation advantageous) Minimum 5 years’ experience in investment distribution, preferably within asset management Proven track...
Rory Mackie & Associates
Johannesburg, Gautenga month ago - ...investment, IT systems, and risk experience in the Financial Services industry) . Designations (Advantageous): Risk management / CFP / CFA designation Technical Skills (Advantageous): Programming abilities and specialist knowledge on regulatory matters (i.e., FAIS...
- ...compliance Requirements - Degree FAIS Compliant and Postgraduate in Financial Planning ideal - A proven, advice-led financial adviser (CFP® preferred) with R100m+ AUM and 3+ years’ experience who cares about holistic planning—not product pushing. - FAIS requirements...
- ...outcomes Qualifications: - Bachelors degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) designation preferred - Minimum of 3 years of experience in financial planning or related field - Strong analytical and problem-...
- ...Wealth Manager, to their team based in Pretoria. Requirements: Bachelors degree. Postgraduate Diploma in Financial Planning. CFP (Certified Financial Planner). Regulatory Examination (RE5) (Completed). Responsibilities, but not limited to: Product...
- ...recommendations. • The monitoring of the financial planning recommendations Requirements • Matric • Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits). • Successfully completed the Class of Business exam. • Successfully...
